Work 1-on-1 with a dedicated fiduciary — a flat-fee CERTIFIED FINANCIAL PLANNER® professional from Boldin Advisors.
Join a small group session to learn about Boldin Advisors and what it’s like to collaborate with a CFP® professional. Bring questions and see if personalized advice is the right next step.
From your first 1:1 meeting, we’ll be focused on your goals, resources, and what matters most to you. Every detail will be analyzed as we look for opportunities.
Your advisor will present a clear, customized financial plan—covering investments, retirement income, taxes, insurance, and more. You’ll gain answers, clarity, and a detailed strategy built just for you.
Boldin Advisors are dedicated fiduciaries — bound to put your interests first, at a flat fee with no commissions. You get comprehensive guidance on investments, taxes, insurance, retirement income, and Social Security for far less than what most advisors charge. Many charge about 1% of your assets. If you have $500,000, that’s $5,000 a year.
Boldin Advisors charge a flat-fee based on the services you need, not a percentage of your assets.
We are a fraction of the cost of traditional advisors.
CFP®
Role
Matt became a financial planner to pursue his passion for helping clients achieve both their personal and financial goals. His purpose is clear: to deliver thoughtful, actionable advice that strengthens each client’s financial well-being. Matt focuses on helping people who are nearing retirement navigate the big financial decisions that come with it. He works with clients on tax-efficient strategies around cash flow planning, Roth conversions, investment decisions, and Social Security timing. Matt’s approach is practical and straightforward, helping clients feel confident about their plan and comfortable enjoying retirement.
Background
Matt graduated from Appalachian State University with a degree in marketing and has been working in financial services since 2017. Along the way, he’s gained experience at large national firms, small boutique RIAs, and most recently as a Senior Lead Planner at a fintech startup. This range of experience equips Matt to help retirees and near-retirees navigate complex decisions with clarity, confidence, and care.
In his free time
When he’s not hiking or on the golf course, Matt enjoys spending time with his wife and their five year old twins.
CFP®
Role
When Dennis’ parents decided to retire, all they received was a confusing packet of paperwork to complete and a toll-free number to call. The options were poorly explained and they faced decisions they didn’t thoroughly understand. Later, they worked with several advisors and attorneys but didn’t get sound advice specific to their situation. Dennis wanted to help families avoid some of the hurdles his family faced, which is why he chose this profession. Dennis also worked diligently to achieve the CFP® designation because he knew it would benefit clients. Clients deserve to retire confidently. They need a high degree of comfort and understanding with both their choices and their investments. Creating a financial plan is an integral part of gaining that comfort and confidence.
Background
After graduating from the University of Pittsburgh and gaining real-world experience with several Fortune 500 Companies, Dennis launched his career in financial services. He has focused his career around building, monitoring, and optimizing financial plans and has experience in multiple planning platforms. Over the past decade, he worked as a Financial Advisor as part of a team at one of the largest national financial firms. He specialized in creating income strategies that include pensions, social security, portfolio income and annuities. He is also well-versed in healthcare strategies and estate planning. He believes planning should address two primary objectives: maximizing income and protecting the interests of everyone involved in the process. Dennis has a strong work ethic and has always believed in putting the client’s best interests first.
In his free time
Dennis is as passionate about his free time as he is when working alongside clients. His interests include active time in the outdoors with his wife and family, such as trail hiking, walking with his Labrador Retriever, or landscaping and gardening around their home. He has completed a marathon as well as a 50k Ultra Race in Western PA. He also enjoys live music, sporting events, and playing acoustic guitar. Dennis volunteers his time within his community as well, supporting several youth and military veteran organizations.
CFP®
Role
Retirement is one of the biggest financial transitions that you will ever face, and Ed Williams, CFP® has spent 25 years helping people navigate it with confidence. Taking a truly holistic approach, he looks at the full picture of your financial life: retirement income, investments, taxes, estate planning, Social Security, insurance, debt, employee benefits, equity compensation, real estate, and more. His insights have been featured in leading publications including CNN, MarketWatch, and Investment News.
Ed’s favorite client moments are the ones where someone realizes their retirement is more secure, and more exciting, than they ever thought possible.
Background
Ed has built his entire career around one core belief: everyone deserves honest, unbiased financial advice, and he’s spent 25 years proving it’s possible.
At Vanguard, he saw firsthand how investment costs quietly erode wealth over time, and made it his mission to help clients keep more of what they earned. At TIAA, he learned to navigate the conflicts of interest that plague so much of the financial industry, always putting his clients’ interests first. At Facet, he embraced a fully virtual model that used technology to deliver sophisticated, personalized planning without the excessive fees that traditional firms charge.
At Boldin, Ed combines powerful planning technology with deep, one-on-one guidance to help each client build a retirement strategy that’s as unique as they are.
Ed graduated Magna Cum Laude from the University of Pittsburgh with a double major in business administration and music, a combination that sharpened both his analytical instincts and his ability to truly listen to the people he serves.
In his free time
When he’s not helping clients reach their goals, Ed is outside exploring and swimming with his wife and two young children. He’s a true outdoorsman at heart.
CFP®, EA, CSLP®
Role
Bob became a financial planner after witnessing firsthand how money insecurity can impact families. Growing up in a financially strained household, he saw the stress, sleepless nights, and difficult conversations that come with financial uncertainty. That experience ignited his passion to help others break free from money stress and build true financial confidence. Bob specializes in lifetime tax reduction strategies and tax-efficient retirement income planning because he believes the biggest expense most people face isn’t their mortgage, it’s taxes. While others focus on investment returns, Bob focuses on what you actually keep. His mission is simple: simplify and streamline your finances so you can focus on living, not spreadsheets.
Background
Bob is a Certified Financial Planner (CFP®), IRS Enrolled Agent (EA), and Certified Student Loan Professional (CSLP®). He has spent years with national wealth-management firms overseeing more than $6 billion in client assets. His unique combination of high-level institutional experience and deep tax expertise allows him to spot opportunities others miss. Bob works primarily with late career professionals and retirees navigating the complexity of shifting incomes and tax optimization. He specializes in creating tax-efficient retirement income strategies that maximize what you keep in retirement through strategic Roth conversions, withdrawal sequencing, and lifetime tax planning. He’s obsessed with helping people reclaim their time and redirect their attention to what matters most, because the question isn’t just “how can I save money?” but “where is your time best spent?”
In his free time
This native New Jerseyan enjoys hiking, swimming, and reading non-fiction when he’s not buried in tax code. Bob’s guilty pleasure? Trash TV (yes, he watches 90 Day Fiancé). As a mental health advocate, he believes money stress is real and people deserve support that sees the full picture. When he needs to recharge, you’ll find him in his hammock near any body of water or relaxing with his cat Bella by his side. His personal maxims include “Direction Over Speed” and “Live Deliberately,” principles that guide both his life and his approach to financial planning.
CFP®
Role
Keenan Casey is a CERTIFIED FINANCIAL PLANNER™ professional with more than a decade of experience guiding clients through all aspects of personal finance. He earned his Bachelor’s degree in Economics from Kalamazoo College in Michigan and expanded his studies abroad at the University of Strasbourg in France. His expertise spans cash flow management, investments, retirement planning, distribution planning, estate planning, tax planning, Roth conversions, and mortgage strategies.
Background
Keenan’s career path has taken him from working at a national brokerage and registered investment advisor (USAA), to boutique tax-focused and fintech flat-fee firms. These diverse experiences gave him a broad perspective on the industry and a deep understanding of client needs. Passionate about helping individuals and families achieve financial freedom, Keenan blends technical expertise with a personal, service-oriented approach. His favorite book on money is The Psychology of Money by Morgan Housel, which reflects his belief in the importance of behavior and mindset in financial success.
In his free time
Keenan enjoys skiing, golfing, hiking, exercising, reading, and spending time outdoors.
CFP®
Role
Jordan Gilberti is a CFP® professional who is passionate about empowering individuals in the pre-retirement and retirement stages of life to take control of their financial futures. With a thoughtful, nonjudgmental approach, Jordan helps clients navigate the complexities of retirement planning—whether it’s timing Social Security, optimizing tax-efficient withdrawal strategies, or deciding when and how to convert to Roth IRAs. His practice is rooted in building trust and translating complex topics into clear, actionable guidance.
Background
Jordan graduated from Rutgers University in his home state of New Jersey with a degree in Finance. He has helped hundreds of families nationwide prepare for retirement through a comprehensive, goals-based planning approach. Drawing from experience at both national firms and boutique RIAs, Jordan blends personalized service with a deep understanding of investment management, tax planning, and estate strategy. He believes that effective retirement planning is not just about numbers—it’s about aligning financial decisions with the life clients want to lead.
In his free time
When he’s not working with clients, you’ll often find Jordan exploring hiking trails, practicing yoga, or planning his next travel adventure. He’s also passionate about giving back, especially through his involvement with nonprofit organizations like the After Innocence Project, helping exonerated individuals rebuild their financial lives.
CFP®, MBA, FHFMA
Role
Bruce Lorenz became a CFP® professional to help people achieve their financial goals, plain and simple. Regardless of where you’re at in life, Bruce’s expertise in a variety of topics from asset allocation to taxes and everything in between means you’ll get reliable advice informed by years of experience.
Bonus: Bruce’s experience in the healthcare industry and financial planning knowledge means he can help you navigate your Medicare choices and understand the options available.
Background
He spent his early career managing finances for healthcare organizations and transitioned to direct financial planning services so he could work one-on-one with individuals and families, helping them plan for the future and live their best lives.
Bruce earned a Bachelor of Arts in Journalism and Bachelor of Science in Business Administration from Union College in Lincoln, NE, before completing a Master of Business Administration from Kansas University. He’s also certified as a Fellow with the Healthcare Financial Management Association.
In his free time
He demonstrates his passion to help others by providing pro bono financial planning through a number of organizations assisting the underserved across the country. When he’s not providing financial guidance, you can often find Bruce enjoying a run or playing pickup basketball games at the gym. He’s also an avid music lover and plays the piano.
CFP®, TPCP®
Role
Adam helps thoughtful, hands-on investors bring clarity and confidence to the final stretch before (and after) retirement. He knows most people using Boldin have already built strong plans on their own and simply want to make sure everything fits together when income, taxes, and timing start to matter most. Adam has deep expertise in reducing the biggest expense people face: taxes. Lifetime tax-reduction strategies and tax-efficient retirement income are the cornerstones of his planning approach. His style is simple: clear data, practical strategies, and zero fluff. He believes great advice turns complexity into calm and helps people feel fully in control of their financial future.
Background
As a Certified Financial Planner (CFP®) and Tax Planning Certified Professional (TPCP®) with nearly a decade of experience, Adam has helped hundreds of families turn their hard work into lasting financial independence. Before joining Boldin, he co-founded a fee-only advisory firm that grew to serve clients nationwide, giving him firsthand experience in both the technical and human sides of financial planning. Adam specializes in creating tax-efficient retirement income strategies that maximize what clients keep through strategic Roth conversions, withdrawal sequencing, and lifetime tax planning. His goal is to help clients achieve lasting peace of mind and make the most of what they’ve built.
In his free time
When he’s not working with clients, Adam can usually be found scootering in the driveway with his six-year-old twins, Dax and Emi. He enjoys challenging workouts at the gym and traveling to new places whenever the opportunity arises. When things finally slow down, you’ll find him reading a good book and unapologetically calling it an early night.
CFP®
Role
Brie believes that every financial challenge has both a “math” solution and a “people” solution. She is passionate about helping individuals and families develop financial plans tailored to fit their lives—not the other way around. Throughout her career, she has specialized in navigating complex tax issues, demystifying executive compensation, and empowering everyday families to build strong financial foundations for their future.
Background
Brie is a proud graduate of Texas A&M University, where she earned a degree in business and financial planning. Since launching her career, she has dedicated herself to helping clients achieve their financial aspirations. With experience working in financial planning firms across the country, Brie has tackled a variety of complex planning challenges. Her diverse background allows her to approach each client’s situation with a fresh perspective, crafting solutions that are both practical and personalized.
In her free time
Outside the office, Brie enjoys gathering friends for a game of pickleball, cycling around her hometown of San Antonio, TX, and exploring new restaurants. She’s an active member of her community, always eager to bring people together for fellowship and giving back to others.
CFP®
Role
With 15 years of financial planning experience and a warm, approachable style, Madeline helps pre-retirees and retirees confidently navigate the transition into retirement and stay financially secure every step of the way. She specializes in retirement income strategies, tax-efficient withdrawals, investment positioning and Social Security planning.
Background
Madeline earned her B.S. in Applied Economic Management from Virginia Tech, completing a CFP® registered program. With 15 years in the financial planning industry, she has gained valuable experience at both established boutique firms and innovative fintech startups. Her areas of focus include charitable giving strategies and offering a reassuring presence amidst financial complexities.
In her free time
Madeline’s energy extends beyond the office as she keeps up with her twin toddlers. She also enjoys staying active through exercise and expressing her creativity as a home cook. A self-described homebody, she values relaxing with her husband, Craig, often with a comforting cup of tea.
PhD, CFP®
Role
Ross became a financial planner to make a direct impact in people’s lives. He is well-versed in the Financial Independence (FI) / Early Retirement movement and the unique planning challenges it presents, helping clients navigate their path to financial freedom. Additionally, Ross offers valuable insights to help clients optimize their workplace benefits packages.
Background
Ross is a career changer. He obtained a Bachelors in Chemical Engineering from the University of Louisiana-Lafayette then a Masters and PhD from the University of Texas. He then joined Dow developing new technologies and improving operational efficiency. After 18 years in Chemical Engineering research, Ross was ready for a change and chose to pursue a passion. He enrolled in Rice University’s Certified Financial Planner (CFP®) program and began a 2nd career in financial planning.
In his free time
Ross has 3 kids and enjoys coaching youth sports. He also enjoys golfing, board games and reading fantasy novels.
CFP®
Role
Sarah leads and manages Boldin Advisors with one clear goal: to provide straightforward, affordable, and trustworthy advice that empowers clients to feel confident, informed, and in control of their financial future.
Background
Sarah graduated from the University of Idaho with a Bachelor’s in Business Management and Human Resources Management, and began her career in the Human Resources field, managing retirement and benefit plans. During that time, she couldn’t find a financial advisor with a service model she’d feel comfortable using herself. So, she decided to become the kind of advisor she’d want to work with: candid, flat-fee advice when it’s needed. That journey led her to Boldin, where transparency and empowering clients with the knowledge and tools to take control of their financial future are at the core of everything we do.
In her free time
Sarah is married to a fourth-generation farmer, and if you know anything about farming, you know there’s no such thing as free time. When she’s not in the office, you’ll find her outdoors, teaching her children by example that a rich life is built through purpose, discipline, legacy, and stewardship, all while singing along to some good ol’ country music.
CFP®
Role
For more than two decades, Heath Hampton, CFP®, has helped people make confident financial decisions by bringing clarity to every part of their financial lives. His approach is comprehensive and deeply personal, connecting retirement income, investments, taxes, estate planning, insurance, benefits, equity compensation, real estate, long term strategy, and more into one clear picture. Whether someone is preparing for retirement or navigating a major life transition, Heath’s goal is always the same, which is to help them understand what is possible and make decisions that support the life they want.
Background
Over the course of his career, Heath has led and scaled the financial planning department for a Fortune 500 company, coached and developed dozens of financial advisors, and served as an advisor within some of the largest financial institutions in the country. These experiences shaped his belief that great planning is both technical and deeply human. He spends as much time understanding a client’s motivations, fears, habits, and decision making patterns as he does analyzing the numbers. Behavioral finance plays a central role in his work, ensuring that every plan he builds is deeply personal, aligned with how each client thinks and feels about money, and designed to support the life they truly want to live. And here at Boldin Advisors, he is back to what he loves most, which is working directly with clients and helping them live their best lives.
What matters most to Heath is helping clients see that their financial life often has more flexibility and freedom than they realize. Many enter retirement feeling cautious or uncertain about spending. Heath loves showing them that many times they are more secure than they think, that they can take the trip, enjoy their lifestyle, or pursue the experiences they have been putting off. When clients send photos from those trips they once thought were out of reach, that is when the work feels most meaningful.
Heath graduated from the University of Georgia with a degree in International Business and later earned his MBA in Finance from Mercer University.
In his free time
When he is not working with clients, Heath is most at home outdoors with his family, fly fishing, hiking, or camping in the North Georgia mountains. He also loves to cook, especially Cajun food (ask him about his gumbo!). And as a proud Georgia graduate and lifelong fan, if you hear someone yelling Go Dawgs in the fall, it is probably him.
CFP®, RICP®, TPCP®
Role
With over twenty years of experience working directly with clients, Adrienne realizes that financial planning isn’t just about money and math; it’s also about emotions and aspirations. With deepexpertise in income planning, Social Security timing, tax-efficient withdrawal strategies and Roth conversion strategies, Adrienne looks at the full picture to help her clients navigate the complexities of retirement. She also specializes in helping her clients reduce their lifetime tax burden and keep more of their hard earned money. She lives to help clients have their aha moment where they realize that they can afford the life they want and achieve their dreams.
Background
Adrienne graduated from Lafayette College with a BA in American Studies and Economics. In addition to having her Certified Financial Planner (CFP®) certification, she holds the Retirement Income Certified Professional (RICP®) and Tax-Planning Certified Professional (TPCP®) designations. Before Boldin, she spent many years working at TIAA, MissionSquare and Vanguard, Adrienne has extensive experience working with teachers and municipal employees including police officers and firefighters. She enjoys working with pre-retirees and retirees to help them make their best financial decisions so they can focus on the things that matter the most.
In her free time
Outside of work, Adrienne enjoys cooking, reading, exercising (Pilates, barre, and indoor cycling are her favorites), and trying new restaurants. Two of her favorite books about financial planning are Die with Zero by Bill Perkins and The Psychology of Money by Morgan Housel. She lives in Philadelphia with her partner David and their rescue dog Phoebe. She volunteers with the Philadelphia Animal Welfare Society and the Junior League of Philadelphia.
You’ve worked hard your whole life and deserve quality advice about your money. That’s why financial planning should only be offered by a licensed, trained CFP® professional. They don’t earn commissions on products they advise you on. They are purely fiduciary.
From one-time engagements to on-demand access to a CFP® professional, we are here to help
$3,200
This is the most popular option. Your advisor will review your inputs in the planner, answer any burning questions you have, and provide a clear plan of action with specific recommendations covering Roth conversions, withdrawal strategies and cash flow planning, portfolio analysis, stress testing of your financial plan, an investment report, and more.
The Retirement Plan Checkup is best for people who want a thorough review of their entire financial plan.
Starts at $1,200/year
With ongoing advisory support, you remain in control, steering the direction, while an advisor provides trusted fiduciary guidance throughout your journey.
The Ongoing Advisory is best for people who want continuous financial guidance and support.
The world changes fast and so does your life. You deserve more than a 30-page paper financial plan that’s outdated a week after you get it. With Boldin Advisors, you get:
Goal-driven expert advice, grounded in your values.
Update and run your own scenarios
No guesswork. No blindspots.
Your advisor is there when you need them
Disclaimer: Advisory services are offered through NewRetirement Advisors LLC d/b/a Boldin Advisors. NewRetirement Advisors LLC d/b/a Boldin Advisors is a registered investment advisor. Advisory services are only offered to clients or prospective clients where NewRetirement Advisors LLC d/b/a Boldin Advisors and its representatives are properly licensed or exempt from licensure.